Minster Bank
Private Wealth Management

95 West Fourth Street
Minster, OH 45865-0090
419-628-2351
privatewealth@minsterbank.com
http://www.minsterbank.com
 
 




IRA Eligibility Flowchart: 2016
IRA Eligibility Flowchart: 2016

Married filing separately


1) Will you have reached age 70½ by the end of the year?



IMPORTANT DISCLOSURES

The Minster Bank Private Wealth Management Newsletter is not meant to provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Investment and Insurance Products: Are not FDIC insured.  Have no bank guarantee.  May lose value.  Are not a deposit.  Are not insured by any federal government agency. This communication is strictly intended for individuals residing in the state(s) of OH. No offers may be made or accepted from any resident outside the specific states referenced.
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2024.